Rialto Wealth Management, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$302.8M
Holdings
521
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (521 positions)
| Stock | Value |
|---|---|
IGSBISHARES TR | $407K |
DFISDIMENSIONAL ETF TRUST | $406K |
PMBSPIMCO ETF TR | $401K |
VVVANGUARD INDEX FDS | $383K |
GOOGLALPHABET INC | $377K |
DFATDIMENSIONAL ETF TRUST | $373K |
HYSPIMCO ETF TR | $372K |
BLVVANGUARD BD INDEX FDS | $367K |
OTISOTIS WORLDWIDE CORP | $360K |
MCDMCDONALDS CORP | $337K |
AMZNAMAZON COM INC | $331K |
IWSISHARES TR | $324K |
LNGCHENIERE ENERGY INC | $322K |
BSVVANGUARD BD INDEX FDS | $320K |
JNJJOHNSON & JOHNSON | $320K |
IYWISHARES TR | $319K |
XOMEXXON MOBIL CORP | $319K |
XLUSELECT SECTOR SPDR TR | $309K |
FNCLFIDELITY COVINGTON TRUST | $301K |
DISDISNEY WALT CO | $294K |
CRMSALESFORCE INC | $293K |
VTVVANGUARD INDEX FDS | $291K |
DFAIDIMENSIONAL ETF TRUST | $288K |
VONGVANGUARD SCOTTSDALE FDS | $285K |
DFSVDIMENSIONAL ETF TRUST | $281K |
ITOTISHARES TR | $279K |
VPUVANGUARD WORLD FD | $271K |
XLKSELECT SECTOR SPDR TR | $270K |
RXORXO INC | $267K |
VTVANGUARD INTL EQUITY INDEX F | $265K |
VVISA INC | $265K |
SPABSPDR SER TR | $261K |
HDHOME DEPOT INC | $261K |
VCRBVANGUARD MALVERN FDS | $260K |
AQLTISHARES TR | $258K |
AVMVAMERICAN CENTY ETF TR | $249K |
FHLCFIDELITY COVINGTON TRUST | $245K |
BSCRINVESCO EXCH TRD SLF IDX FD | $244K |
IWBISHARES TR | $243K |
MUBISHARES TR | $243K |
SCHHSCHWAB STRATEGIC TR | $242K |
ANAUTONATION INC | $241K |
FLRNSPDR SER TR | $230K |
HSYHERSHEY CO | $221K |
VTESVANGUARD WELLINGTON FD | $218K |
COOCOOPER COS INC | $215K |
PGPROCTER AND GAMBLE CO | $214K |
SCHVSCHWAB STRATEGIC TR | $209K |
VSSVANGUARD INTL EQUITY INDEX F | $207K |
ABBVABBVIE INC | $193K |
BSCQINVESCO EXCH TRD SLF IDX FD | $193K |
SPDWSPDR INDEX SHS FDS | $193K |
IBHGISHARES TR | $178K |
VYMVANGUARD WHITEHALL FDS | $177K |
COSTCOSTCO WHSL CORP NEW | $173K |
VIOVVANGUARD ADMIRAL FDS INC | $172K |
BABAALIBABA GROUP HLDG LTD | $170K |
GOOGALPHABET INC | $168K |
VIGVANGUARD SPECIALIZED FUNDS | $163K |
BSCSINVESCO EXCH TRD SLF IDX FD | $162K |
QCOMQUALCOMM INC | $156K |
VOOGVANGUARD ADMIRAL FDS INC | $156K |
IWPISHARES TR | $156K |
DFAEDIMENSIONAL ETF TRUST | $155K |
FVDFIRST TR VALUE LINE DIVID IN | $152K |
CDNSCADENCE DESIGN SYSTEM INC | $150K |
GEGE AEROSPACE | $146K |
BKBANK NEW YORK MELLON CORP | $145K |
PAYXPAYCHEX INC | $145K |
BACVERIZON COMMUNICATIONS INC | $145K |
UNHUNITEDHEALTH GROUP INC | $142K |
VGTVANGUARD WORLD FD | $138K |
MBBISHARES TR | $136K |
TIPISHARES TR | $133K |
IVOVVANGUARD ADMIRAL FDS INC | $129K |
UNPUNION PAC CORP | $127K |
IGIBISHARES TR | $127K |
AMDADVANCED MICRO DEVICES INC | $127K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $127K |
FAIFIRST TR EXCHANGE-TRADED FD | $125K |
ARMARM HOLDINGS PLC | $123K |
LLYELI LILLY & CO | $121K |
IWYISHARES TR | $118K |
VOTVANGUARD INDEX FDS | $109K |
VDEVANGUARD WORLD FD | $109K |
GMFSPDR INDEX SHS FDS | $109K |
JEPQJ P MORGAN EXCHANGE TRADED F | $106K |
CSWCCAPITAL SOUTHWEST CORP | $105K |
PAYOPAYONEER GLOBAL INC | $105K |
AMTAMERICAN TOWER CORP NEW | $103K |
FISVFISERV INC | $103K |
XMESPDR SER TR | $102K |
SPYMSPDR SER TR | $102K |
SCHISCHWAB STRATEGIC TR | $101K |
SPSBSPDR SER TR | $100K |
SPYDSPDR SER TR | $100K |
SLYGSPDR SER TR | $98K |
ESGVVANGUARD WORLD FD | $97K |
LQDISHARES TR | $96K |
HUBBHUBBELL INC | $96K |